Tempus Wealth Planning’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
12,023
+1,031
+9% +$96.8K 0.28% 99
2025
Q1
$1.03M Sell
10,992
-1,008
-8% -$94.5K 0.31% 98
2024
Q4
$1.1M Buy
12,000
+316
+3% +$29K 0.34% 86
2024
Q3
$1.12M Buy
11,684
+1,506
+15% +$144K 0.41% 69
2024
Q2
$934K Buy
10,178
+1,840
+22% +$169K 0.39% 71
2024
Q1
$771K Buy
8,338
+1,673
+25% +$155K 0.34% 82
2023
Q4
$627K Buy
6,665
+186
+3% +$17.5K 0.28% 88
2023
Q3
$575K Buy
6,479
+992
+18% +$88.1K 0.29% 78
2023
Q2
$512K Buy
5,487
+970
+21% +$90.5K 0.23% 103
2023
Q1
$428K Sell
4,517
-1,314
-23% -$124K 0.21% 102
2022
Q4
$541K Sell
5,831
-8,092
-58% -$751K 0.33% 92
2022
Q3
$1.28M Buy
+13,923
New +$1.28M 0.85% 29